See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,799 | $177,572-51.7% | $154,803-44.6% | $142,382-39.7% |
| Participation rate | 88.9% | 82.1%+6.8pp | 78.1%+10.8pp | 80.1%+8.8pp |
| Annual return | 17.90% | 65.07%-47.2pp | 58.88%-41.0pp | 217.08%-199.2pp |
| Employer contribution / active EE | $3,793 | $4,810-21.1% | $4,305-11.9% | $4,299-11.8% |
| Participant deferral / active EE | $9,101 | $6,272+45.1% | $5,540+64.3% | $6,507+39.9% |
| Admin fee / account holder | $164 | $16,786-99.0% | $14,329-98.9% | $12,624-98.7% |